CASH Insider Trading

Insider Ownership Percentage: 0.72%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $456,600.50

Pathward Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Pathward Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Pathward Financial Share Price & Price History

Current Price: $67.22
Price Change: Price Decrease of -0.16 (-0.24%)
As of 09/6/2024 01:00 AM ET

This chart shows the closing price history over time for CASH up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Pathward Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/6/2024Kendall E StorkDirectorSell2,000$53.53$107,060.0011,213View SEC Filing Icon  
3/15/2024Anthony M. SharettPresidentSell1,000$47.50$47,500.0033,146View SEC Filing Icon  
11/21/2023Glen William HerrickCFOSell11$50.50$555.50105,164View SEC Filing Icon  
11/17/2023Glen William HerrickCFOSell5,970$50.50$301,485.00105,175View SEC Filing Icon  
3/16/2023Charles C IngramEVPBuy200$42.62$8,524.0022,776View SEC Filing Icon  
3/16/2023Christopher PerrettaDirectorBuy300$45.35$13,605.003,250View SEC Filing Icon  
3/16/2023Sonja Anne TheisenCFOBuy350$42.65$14,927.508,623View SEC Filing Icon  
3/10/2023Frederick V MooreDirectorSell3,350$46.61$156,143.504,110View SEC Filing Icon  
1/17/2023Anthony M. SharettPresidentSell2,500$46.60$116,500.0030,486View SEC Filing Icon  
8/15/2022Michael Robert KramerDirectorSell250$36.25$9,062.5010,100View SEC Filing Icon  
8/12/2022Michael Robert KramerDirectorSell250$36.26$9,065.0010,350View SEC Filing Icon  
8/10/2022Michael Robert KramerDirectorSell750$35.74$26,805.0010,850View SEC Filing Icon  
8/8/2022Charles C IngramEVPBuy1,250$34.25$42,812.5022,026View SEC Filing Icon  
8/8/2022Michael Robert KramerDirectorSell250$34.75$8,687.5012,100View SEC Filing Icon  
8/4/2022Michael Robert KramerDirectorSell250$34.50$8,625.0012,350View SEC Filing Icon  
8/2/2022Douglas J HajekDirectorBuy500$34.02$17,010.0019,081View SEC Filing Icon  
8/2/2022Glen William HerrickCFOBuy3,000$33.46$100,380.00104,869View SEC Filing Icon  
8/1/2022Brett L. PharrCEOBuy2,500$33.16$82,900.0051,875View SEC Filing Icon  
7/1/2022Brett L. PharrCEOBuy2,500$40.00$100,000.0049,375View SEC Filing Icon  
6/14/2022Brett L. PharrCEOBuy2,500$37.25$93,125.0046,875View SEC Filing Icon  
5/31/2022Michael Robert KramerDirectorSell1,000$41.48$41,480.0012,850View SEC Filing Icon  
4/11/2022Kia S TangEVPSell4,557$50.09$228,260.139,477View SEC Filing Icon  
2/9/2022Bradley C. HansonDirectorSell30$60.00$1,800.00View SEC Filing Icon  
2/1/2022Glen William HerrickCFOSell15,145$59.62$902,944.90View SEC Filing Icon  
1/31/2022Michael Robert KramerDirectorSell2,300$60.00$138,000.00View SEC Filing Icon  
1/14/2022Sonja Anne TheisenEVPSell1,066$62.00$66,092.00View SEC Filing Icon  
12/13/2021Elizabeth G. HoopleDirectorSell7,250$57.18$414,555.00View SEC Filing Icon  
11/3/2021Michael Robert KramerDirectorSell2,000$59.72$119,440.00View SEC Filing Icon  
9/23/2021Anthony M. SharettEVPSell589$51.69$30,445.41View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Pathward Financial (NASDAQ:CASH)

92.66% of Pathward Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at CASH by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Pathward Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2024Nantahala Capital Management LLC541,433$30.63M1.8%-47.0%2.143%Search for SEC Filing on Google Icon
8/16/2024Quarry LP519$29K0.0%+419.0%0.002%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC80,376$4.55M0.2%+83.1%0.318%Search for SEC Filing on Google Icon
8/15/2024Susquehanna Fundamental Investments LLC22,768$1.29M0.0%+5.7%0.090%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company 12,803$0.72M0.0%+2.5%0.051%Search for SEC Filing on Google Icon
8/15/2024Millennium Management LLC49,290$2.79M0.0%-64.6%0.195%Search for SEC Filing on Google Icon
8/15/2024Elgethun Capital Management193,747$10.96M2.8%+1.9%0.767%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC9,939$0.56M0.0%+146.2%0.039%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC16,270$0.92M0.0%+11.1%0.064%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP93,127$5.27M0.0%+321.9%0.369%Search for SEC Filing on Google Icon
8/14/2024Lombard Odier Asset Management Europe Ltd40,000$2.26M0.1%-7.0%0.158%Search for SEC Filing on Google Icon
8/14/2024Public Sector Pension Investment Board228,556$12.93M0.1%-30.3%0.904%Search for SEC Filing on Google Icon
8/14/2024Epoch Investment Partners Inc.48,924$2.77M0.0%-81.8%0.194%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC4,001$0.23M0.0%-23.7%0.016%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans20,979$1.19M0.0%-50.9%0.083%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.11,185$0.63M0.0%-28.4%0.044%Search for SEC Filing on Google Icon
8/13/2024Orchard Capital Management LLC187,463$10.61M3.2%-1.3%0.742%Search for SEC Filing on Google Icon
8/12/2024Intech Investment Management LLC10,874$0.62M0.0%N/A0.043%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd7,329$0.42M0.0%N/A0.029%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP1,500,870$84.90M0.0%-0.7%5.939%Search for SEC Filing on Google Icon
8/8/2024BOKF NA10,399$0.59M0.0%-7.8%0.041%Search for SEC Filing on Google Icon
8/8/2024Jupiter Asset Management Ltd.124,454$7.04M0.1%-33.7%0.492%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.504,708$28.55M0.0%+20.4%1.997%Search for SEC Filing on Google Icon
8/7/2024Mawer Investment Management Ltd.218,766$12.38M0.1%N/A0.866%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp29,952$1.69M0.0%+34.3%0.119%Search for SEC Filing on Google Icon
8/6/2024Quest Partners LLC6,351$0.36M0.0%-32.1%0.025%Search for SEC Filing on Google Icon
8/6/2024Arbor Capital Management Inc. ADV3,212$0.18M0.2%N/A0.013%Search for SEC Filing on Google Icon
8/5/2024Foundry Partners LLC82,541$4.67M0.3%N/A0.327%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.4,864$0.28M0.0%-49.5%0.019%Search for SEC Filing on Google Icon
8/3/2024TD Asset Management Inc12,500$0.71M0.0%-16.1%0.049%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers76,187$4.31M0.0%-2.3%0.301%Search for SEC Filing on Google Icon
7/30/2024Maryland State Retirement & Pension System8,811$0.50M0.0%-4.1%0.035%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.124,951$7.07M0.0%-5.8%0.494%Search for SEC Filing on Google Icon
7/29/2024F M Investments LLC190,631$10.78M0.4%N/A0.754%Search for SEC Filing on Google Icon
7/29/2024Panagora Asset Management Inc.164,196$9.29M0.0%+5.8%0.650%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC7,480$0.42M0.0%+36.0%0.030%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp238,654$13.50M0.0%-1.5%0.944%Search for SEC Filing on Google Icon
7/24/2024SummerHaven Investment Management LLC14,728$0.83M0.5%+2.0%0.058%Search for SEC Filing on Google Icon
7/23/2024RMR Wealth Builders13,400$0.76M0.1%N/A0.053%Search for SEC Filing on Google Icon
7/19/2024Gladius Capital Management LP545$31K0.0%N/A0.002%Search for SEC Filing on Google Icon
7/18/2024Assenagon Asset Management S.A.149,143$8.44M0.0%+103.3%0.590%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC329,048$18.61M0.0%-6.8%1.302%Search for SEC Filing on Google Icon
7/16/2024Diversified Trust Co8,167$0.46M0.0%+5.0%0.032%Search for SEC Filing on Google Icon
7/12/2024SG Americas Securities LLC7,551$0.43M0.0%+134.1%0.030%Search for SEC Filing on Google Icon
7/12/2024Opal Wealth Advisors LLC450$25K0.0%N/A0.002%Search for SEC Filing on Google Icon
7/9/2024Harbor Capital Advisors Inc.7,419$0.42M0.0%+5.7%0.029%Search for SEC Filing on Google Icon
5/28/2024Boston Partners16,392$0.83M0.0%N/A0.065%Search for SEC Filing on Google Icon
5/17/2024Western Standard LLC80,519$4.07M1.9%-8.9%0.319%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank41,088$2.07M0.0%-3.6%0.163%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System26,005$1.31M0.0%-6.0%0.103%Search for SEC Filing on Google Icon
5/16/2024Janus Henderson Group PLC27,484$1.39M0.0%-6.0%0.109%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD9,180$0.46M0.0%+11.7%0.036%Search for SEC Filing on Google Icon
5/15/2024BOKF NA11,283$0.57M0.0%+132.2%0.045%Search for SEC Filing on Google Icon
5/15/2024Epoch Investment Partners Inc.269,425$13.60M0.1%+7.8%1.066%Search for SEC Filing on Google Icon
5/14/2024EntryPoint Capital LLC1,176$59K0.1%N/A0.005%Search for SEC Filing on Google Icon
5/14/2024Elgethun Capital Management190,066$9.57M2.4%-0.5%0.752%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co36,353$1.83M0.0%+4.5%0.144%Search for SEC Filing on Google Icon
5/11/2024Cynosure Group LLC13,046$0.66M0.1%N/A0.051%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.2,019,576$101.95M0.0%-2.4%7.923%Search for SEC Filing on Google Icon
5/10/2024Anthracite Investment Company Inc.41,564$2.10M0.8%N/A0.163%Search for SEC Filing on Google Icon
5/9/2024Pacific Ridge Capital Partners LLC21,848$1.10M0.2%-20.6%0.086%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System10,963$0.55M0.0%+43.3%0.043%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC5,247$0.27M0.0%+7.1%0.021%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.19,380$0.98M0.0%-26.1%0.076%Search for SEC Filing on Google Icon
5/8/2024Rosenthal Henry Capital Advisors Inc.54,149$2.73M3.7%-2.1%0.212%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.15,615$0.79M0.0%-21.4%0.061%Search for SEC Filing on Google Icon
5/7/2024Susquehanna Fundamental Investments LLC21,531$1.09M0.1%N/A0.084%Search for SEC Filing on Google Icon
5/7/2024Swiss National Bank51,300$2.59M0.0%-0.8%0.201%Search for SEC Filing on Google Icon
5/7/2024Illinois Municipal Retirement Fund14,900$0.75M0.0%+1.4%0.058%Search for SEC Filing on Google Icon
5/6/2024Quantbot Technologies LP15,196$0.77M0.0%+2,493.2%0.060%Search for SEC Filing on Google Icon
5/6/2024Gallacher Capital Management LLC8,114$0.41M0.2%N/A0.032%Search for SEC Filing on Google Icon
5/6/2024Texas Permanent School Fund Corp22,309$1.13M0.0%-1.4%0.088%Search for SEC Filing on Google Icon
5/4/2024Csenge Advisory Group9,709$0.49M0.0%-29.8%0.038%Search for SEC Filing on Google Icon
5/3/2024GSA Capital Partners LLP32,878$1.66M0.1%+108.5%0.129%Search for SEC Filing on Google Icon
5/2/2024Sippican Capital Advisors22,290$1.13M0.9%-5.6%0.087%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets26,317$1.33M0.0%+116.9%0.103%Search for SEC Filing on Google Icon
4/30/2024Allspring Global Investments Holdings LLC5,498$0.28M0.0%+11.3%0.022%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.132,617$6.70M0.0%-14.2%0.520%Search for SEC Filing on Google Icon
4/26/2024Yousif Capital Management LLC11,582$0.59M0.0%-18.6%0.045%Search for SEC Filing on Google Icon
4/26/2024Mesirow Financial Investment Management Inc.5,153$0.26M0.0%-23.2%0.020%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.73,351$3.70M0.0%+232.7%0.288%Search for SEC Filing on Google Icon
4/23/2024Louisiana State Employees Retirement System12,600$0.64M0.0%-3.8%0.049%Search for SEC Filing on Google Icon
4/20/2024Maryland State Retirement & Pension System9,185$0.44M0.0%-3.5%0.036%Search for SEC Filing on Google Icon
4/19/2024State of Alaska Department of Revenue15,559$0.79M0.0%-3.4%0.061%Search for SEC Filing on Google Icon
4/19/2024Mesirow Financial Investment Management Inc.5,153$0.26M1.3%-23.2%0.020%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC5,498$0.28M0.0%+11.3%0.022%Search for SEC Filing on Google Icon
4/18/2024Diversified Trust Co7,777$0.39M0.0%+4.1%0.031%Search for SEC Filing on Google Icon
4/16/2024Wealth Enhancement Advisory Services LLC352,990$17.82M0.0%N/A1.385%Search for SEC Filing on Google Icon
4/11/2024City State Bank2,890$0.15M0.1%-10.1%0.011%Search for SEC Filing on Google Icon
4/11/2024Tealwood Asset Management Inc.24,198$1.22M0.6%-1.1%0.095%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.2,069,764$109.55M0.0%-0.1%8.120%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.1,583,602$83.82M0.0%+4.6%6.213%Search for SEC Filing on Google Icon
2/26/2024Virtu Financial LLC4,955$0.26M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/15/2024Orchard Capital Management LLC187,463$9.92M3.1%+5.6%0.735%Search for SEC Filing on Google Icon
2/15/2024Grizzlyrock Capital LLC193,400$10.24M7.7%N/A0.759%Search for SEC Filing on Google Icon
2/14/2024Greenwich Investment Management Inc.129,622$6.86M5.2%N/A0.509%Search for SEC Filing on Google Icon
2/13/2024Epoch Investment Partners Inc.249,886$13.23M0.1%-10.6%0.980%Search for SEC Filing on Google Icon
2/13/2024Vinva Investment Management Ltd78,727$4.17M0.3%+11.2%0.309%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.1,583,602$83.82M0.0%+4.6%6.213%Search for SEC Filing on Google Icon
2/13/2024Rafferty Asset Management LLC42,370$2.24M0.0%+43.5%0.166%Search for SEC Filing on Google Icon
Data available starting January 2016

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Pathward Financial logo
Pathward Financial, Inc. operates as the bank holding company for Pathward, National Association that provides various banking products and services in the United States. The company operates through three segments: Consumer, Commercial, and Corporate Services/Other. It offers demand deposit accounts, savings accounts, and money market savings accounts. The company also provides commercial finance product comprising term lending, asset-based lending, factoring, lease financing, insurance premium finance, government guaranteed lending, and other commercial finance products; consumer credit products; other consumer financing services; tax services, which includes short-term refund advance loans and short-term electronic return originator advance loans; and warehouse financing services. In addition, it issues prepaid cards; and offers payment solutions, such as acceptance, processing, and settlement of credit card and debit card payments. The company was formerly known as Meta Financial Group, Inc. and changed its name to Pathward Financial, Inc. in July 2022. Pathward Financial, Inc. was founded in 1954 and is based in Sioux Falls, South Dakota.
Read More on Pathward Financial

Today's Range

Now: $67.22
Low: $66.66
High: $67.90

50 Day Range

MA: $63.57
Low: $56.50
High: $68.82

52 Week Range

Now: $67.22
Low: $41.79
High: $69.63

Volume

201,094 shs

Average Volume

178,228 shs

Market Capitalization

$1.70 billion

P/E Ratio

10.09

Dividend Yield

0.30%

Beta

0.68

Who are the company insiders with the largest holdings of Pathward Financial?

Pathward Financial's top insider investors include:
  1. Glen William Herrick (CFO)
  2. Anthony M Sharett (President)
  3. Charles C Ingram (EVP)
  4. Kendall E Stork (Director)
  5. Sonja Anne Theisen (CFO)
  6. Frederick V Moore (Director)
  7. Christopher Perretta (Director)
Learn More about top insider investors at Pathward Financial.

Who are the major institutional investors of Pathward Financial?

Pathward Financial's top institutional shareholders include:
  1. Dimensional Fund Advisors LP — 5.94%
  2. Nantahala Capital Management LLC — 2.14%
  3. American Century Companies Inc. — 2.00%
  4. Wealth Enhancement Advisory Services LLC — 1.30%
  5. Bank of New York Mellon Corp — 0.94%
  6. Public Sector Pension Investment Board — 0.90%
Learn More about top institutional investors of Pathward Financial stock.

Which institutional investors are selling Pathward Financial stock?

Within the previous quarter, CASH stock was sold by these institutional investors:
  1. Nantahala Capital Management LLC
  2. Epoch Investment Partners Inc.
  3. Public Sector Pension Investment Board
  4. Millennium Management LLC
  5. Jupiter Asset Management Ltd.
  6. Wealth Enhancement Advisory Services LLC
  7. Thrivent Financial for Lutherans
  8. Dimensional Fund Advisors LP
During the previous year, company insiders that have sold Pathward Financial company stock include:
  1. Glen William Herrick (CFO)
  2. Anthony M Sharett (President)
  3. Charles C Ingram (EVP)
Learn More investors selling Pathward Financial stock.

Which institutional investors are buying Pathward Financial stock?

Within the previous quarter, CASH stock was purchased by institutional investors including:
  1. Mawer Investment Management Ltd.
  2. F M Investments LLC
  3. American Century Companies Inc.
  4. Foundry Partners LLC
  5. Assenagon Asset Management S.A.
  6. Marshall Wace LLP
  7. Algert Global LLC
  8. RMR Wealth Builders
In the previous year, these company insiders have bought Pathward Financial stock:
  1. Glen William Herrick (CFO)
  2. Anthony M Sharett (President)
  3. Charles C Ingram (EVP)
Learn More investors buying Pathward Financial stock.